How to schedule a document renewal request in a custom configuration?
To schedule a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to manipulate the information in the "Request a new document" column for each of the relevant document types.
To do this, follow these steps
- Click on the "Helpers" icon
- Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
- Click on a client whose configuration has been customized
- Click on the "Add document request" button, in the "Request a new document" column, then perform 3 actions:
- Set a number of units
- Select a time unit (day, month, year)
- Click Save
Once this action is completed, the document request will be created before the document expiration according to the defined deadline.
Without a defined deadline for a document type, automated deletion actions will not be triggered. |
How to update a scheduling document request in a custom configuration ?
To update a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to manipulate the information in the "Request a new document" column for each of the relevant document types.
To do this, follow these steps
- Click on the "Helpers" icon
- Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
- Click on a client whose configuration has been customized
- Click on the delay, in the "Request a new document" column, then perform 3 actions:
- Set a number of units
- Select a time unit (day, month, year)
- Click Save
How to remove a scheduling document request in a custom configuration ?
To remove a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to manipulate the information in the "Request a new document" column for each of the relevant document types.
To do this, follow these steps
- Click on the "Helpers" icon
- Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
- Click on a client whose configuration has been customized
- Click on the cross at the end of the line, in the "Request a new document" column
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